Live Recap 2: Why Semiconductors Are Still the "Hard Currency" of the AI Trade
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Esther, featuring Dr. Franklin Wu, Quantitative Researcher at a financial institution in Shanghai. With the macro backdrop set, Franklin turned to the AI compute chain itself — mapping where the real demand and profit pool sit, beyond just Nvidia. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Catch up on the full recap series
$SPY Faces a Rough September, $AMAT, $CRWV and $CIFR Enter Critical Zones
September is starting with some pressure across the market, but I’m not looking at this pullback as a reason to panic. Instead, I’m watching for key support levels, discount zones and potential re-entry opportunities. A few names are getting particularly interesting. 👀 🚨 $Applied Materials(AMAT)$ Is Testing Smart Money Support Again $AMAT is back at the Smart Money Zone. This level matters. If the current bull cycle is going to continue, we need to see buyers step in here and defend the zone. 📈 A strong bounce could keep the broader bullish structure intact. For now, this is a level to watch closely rather than chase. 🔄 $CoreWeave, Inc.(CRWV)$ Is Back on the Radar Walking away from $CRWV turned out to be
$SOXL Faces a Volatility Test as AI Chip Momentum Wavers
If you’ve been tracking the semiconductor space this summer, you’ve probably felt the whiplash. One week the AI narrative feels unstoppable; the next, bond yields spike or a geopolitical headline lands and the whole group takes a sharp breath. That volatility is precisely why the $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ keeps drawing attention—and why it is SPR’s featured ticker for next week’s Pretiming Report update. Before the technical analysis lands, it helps to step back and understand the underlying business drivers, the Street’s mixed signals, the near-term catalysts, and the structural risks that come with triple daily leverage. Recent News and the Backdrop for Price Swings SOXL does not own a single company in isolation. It s
$英伟达(NVDA)$ VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with$美光科技(MU)$ ,$SK海力士(SKHY)$ & Samsung supplying the DRAM & HBM feeding Rubin accelerators while $闪迪(SNDK)$ adds exposure to storage layer around AI systems • Advanced packaging runs through$台积电(TSM)$ ，$艾马克技术公司(AMKR)$ &$
Applied Materials, Inc. is a materials engineering solution company. The Company provides equipment, services and software to the semiconductor, display, and related industries. It operates through two segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment provides integrated solutions to optimize equipment and fab performance and productivity, including services, spares and factory automation software for semiconductor and other products. Its products include personal computing devices, mobile phones, artificial intelligence (AI) and data center servers, automobiles, connected devices, industrial applications and consumer electronics.